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Portfolio (Quarterly) Guide ↗

ST GERMAIN D J CO INC

· CIK 0000831571
13F Portfolio $2.6B AUM 925 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 78 New 151 Added 182 Reduced 48 Exited
Page 3 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 45,454.0 $4.2M 0.16% +4K +8.5% $91.45 +3.2%
42 VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 64,095.0 $4.1M 0.16% +7K +12.8% $63.63 -1.2%
43 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 15,683.0 $4.0M 0.16% +308.0 +2.0% $257.23 -13.7%
44 NOW SERVICENOW INC COM Technology 25,074.0 $3.8M 0.15% +20K +406.0% $153.19 -33.9%
45 SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 124,892.0 $3.6M 0.14% +21K +19.8% $28.84 -1.6%
46 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 70,740.0 $3.0M 0.12% +35K +98.9% $42.69 +5.6%
47 IVV ISHARES CORE S&P 500 ETF 4,331.0 $3.0M 0.12% +884.0 +25.6% $684.94 +9.8%
48 XLV HEALTH CARE SELECT SECTOR SPDR FUND 19,061.0 $3.0M 0.12% +343.0 +1.8% $154.80 -1.2%
49 NUSC NUVEEN ESG SMALL-CAP ETF 63,471.0 $2.8M 0.11% +5K +7.9% $44.65 +14.2%
50 VTEB VANGUARD TAX-EXEMPT BOND ETF 53,956.0 $2.7M 0.10% +5K +9.9% $50.29 +0.1%
51 ABT ABBOTT LABS COM Healthcare 21,043.0 $2.6M 0.10% +312.0 +1.5% $125.29 -27.7%
52 VTV VANGUARD VALUE INDEX FUND 13,157.0 $2.5M 0.10% +2K +17.3% $190.99 +14.2%
53 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 3,993.0 $2.3M 0.09% +46.0 +1.2% $579.45 -18.4%
54 LLY ELI LILLY & CO COM Healthcare 1,756.0 $1.9M 0.07% +57.0 +3.4% $1074.68 +4.4%
55 DIS DISNEY WALT CO Communication Services 16,586.0 $1.9M 0.07% +949.0 +6.1% $113.77 -10.9%
56 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 28,311.0 $1.7M 0.07% +14K +103.2% $59.93 -1.6%
57 IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 43,926.0 $1.5M 0.06% +30K +225.5% $33.90 +25.1%
58 BND VANGUARD TOTAL BOND MARKET INDEX FUND 19,412.0 $1.4M 0.06% +189.0 +1.0% $74.07 -0.9%
59 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,585.0 $1.4M 0.05% +15.0 +1.0% $878.83 +24.1%
60 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 48,189.0 $1.3M 0.05% +19K +65.2% $27.38 +0.2%
Page 3 of 8  ·  151 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.7%
Communication Services 18.3%
Financial Services 17.7%
Healthcare 12.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.5%
Industrials 5.0%
Energy 4.2%
Utilities 2.7%
Basic Materials 0.3%